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Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$545K Buy
+26,159
New +$546K 0.01% 290

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 26,159 shares worth $545K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 26,159 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $545K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.